5-Point Checklist to Evaluate Promotional Products Software

If you’re reading this, you’ve made the decision to invest in the growth of your business by exploring promotional products software. You might think this is a daunting decision, one that could have a significant positive or negative effect on your operation, so we came up with a five-point checklist to guide you toward a successful outcome…

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Is This Driving You Crazy?

We are all busy. Busy with lot of activities every day. Busy with a long to-do list. Busy trying to catch up on emails. Busy with lots of activities. But are those activities driving you closer to the goals for your life? Or are they driving you crazy? The key is to look at your to-do list and your calendar and ask yourself three questions…

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How to Avoid Too Many Entries in QuickBooks

Question: I just entered a whole bunch of entries for last year. Is there a way to avoid that? Answer: Yes, it’s easy to avoid too many entries in QuickBooks. In QB Premier and Enterprise. Go to Company > Set Closing Date > Set Date/Password. You can designate a specific date as a closing date—typically at year end…

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The Why of Whataburger: How Singular Focus on Being Different Leads to Success

If you choose to compete directly with the “big guys” by providing similar services and value propositions and extolling your “creativity,” your road to success is going to be bumpy at best. Instead, look internally to understand what you do better—and differently—than anyone else in the marketplace. Just like Whataburger found, the right clients are willing to pay for that…

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How to Make Your Small-Distributor Status a Competitive Advantage

Whether you are afraid you can’t compete with big online sellers or you think you have nothing to worry about, the fact is that the market has changed. If you’re afraid you can’t compete because your business is too small, this can actually be your superpower. Here are seven things small promo distributors can do to attract their ideal customers…

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Do Your Homework

I just hung up on a sales rep. Originally, I reached out to his firm to learn more about their services. We had to reschedule a few times over the last few weeks. Finally, we were about to connect. He starts out asking lots of questions about Proforma and the project on which I was working. I asked him what he knew about Proforma, to which he replied, “not a ton.” That’s when I hung up…

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Should I Upgrade to Windows 11 With QuickBooks?

Ask the Accountant… Question: I keep seeing pop-ups to upgrade to Windows 11. Is that a good idea? Answer: If you do that, you will likely run into problems if you are running QuickBooks Desktop. Currently, Intuit is testing QB 2022 with Windows 11. Indications are that earlier years of QB will not be tested…

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